Using Accounts Payable Invoice Processing

Accounts Payable Specialists can use the Accounts Payable Invoice Processing application to manage and work on invoice processing cases to perform end-to-end invoice processing, from invoice ingestion to approval.

• Work with invoices
  Invoices are generated for a payment against a purchase order. The Accounts Payable Specialist [sn_ap_apm.accounts_payable_specialist] can access all the invoices and take required actions to process the invoices in Source-to-Pay Workspace.
• Invoice processing cases
  Typically, Accounts Payable Operations integration with Document Intelligence automatically creates the invoice processing case by extracting data from the invoice that you receive as an attachment via email. However, the Accounts Payable Specialist may need to manually create a new invoice or update details of a partially created invoice in situations where the automated invoice creation process encounters issues or is not available.
• Invoice exceptions
  Invoice exceptions are issues that are identified in an invoice during invoice processing.
• Tolerance Rules and Variance
  The tolerance rule defines the variance limit set on the invoice. You create Tolerance rules to determine the permissible amount of variance that can be applied on an invoice before it exceeds the tolerance limit.
• Invoice approvals
  Invoices with the No exceptions found status are eligible for approval.
• View invoice documents in the Source-to-Pay Workspace
  View the invoice documents directly in the Source-to-Pay Workspace using Document Viewer without having to download them.

Related concepts

• Invoice case categories and subcategories
• Using Invoice Case Management
• Advanced Work Assignment in Accounts Payable Operations
• Using Advanced Work Assignment for Accounts Payable Operations
• Interaction management in Accounts Payable Operations
• Composing emails with predefined content from the Source-to-Pay Workspace
• Playbooks
• Using Supplier Collaboration Portal
• Using invoice integration

Related tasks

• Configure Advanced Work Assignment for Accounts Payable Operations
• Working with Advanced Work Assignment